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Upgrade to Salesforce Flow Builder: A Seamless Transition for Modern Automation

In the dynamic, ever-changing landscape of enterprise management technology, Salesforce is a leader in constant advancement, ensuring their platform uses the latest technology developments to provide an exceptional product. With their tri-annual releases, Salesforce is constantly innovating and providing businesses with new and improved functionality to keep operations running.

With that ideal in mind, Salesforce announced in 2021 that Workflow Rules and Process Builder would be phased out, encouraging users to migrate to Flow for their automation needs. Since the initial announcement, there have been several releases and enhancements to Flow, and we are now nearing the end of life (EOL) for Workflow Rules and Process Builder – December 2025. Staying up to date with Salesforce releases is paramount to ensuring your organization’s efficiency and success – and time is running out to implement these changes!

In this post, we’ll walk through what you need to know about Flow, what happens to your legacy automation, and how you can implement the necessary changes. Whether your organization utilizes Salesforce Service Cloud, Salesforce Sales Cloud, Salesforce Manufacturing Cloud, or any Salesforce Industry Cloud offerings, the impact of this product retirement is closer than you think.

About Salesforce Flow

Flow represents the pinnacle of modern, extensible, low-code automation solutions within the Salesforce ecosystem. As a declarative (no-code) process automation tool, Flow empowers administrators to become ‘citizen developers’, crafting seamless customer experiences throughout every stage of the customer lifecycle, like refining and streamlining high-volume automation.

In the years since its release, Flow has become the foundation for innovations such as Einstein Co-pilot, Next Best Action and Strategy Builder. Flow now stands as the cornerstone of cutting-edge automation within Salesforce Apps. It can also operate as the building blocks of your entire org, with the ability to package your automation and reuse them across your org.

About the Upgrade

Salesforce has decided to centralize and consolidate automation solutions around Flow, recognizing the need for concise, forward-thinking solutions.

As of December 2023, users can no longer create new automations using Process Builder or Workflow Rules. Though you cannot create new Processes or Workflows, your existing functionality will not cease working – yet.

Salesforce has allowed a longer EOL runway for these features, and they will remain operational through December 2025. At that point, however, Process Builder and Workflows will no longer be supported by technical or customer support. Depending on how you use these items, this could lead to significant errors and the breakdown of critical functionality.

Why Upgrade to Salesforce Flow

The EOL deadline is about 18 months away, but the time to start planning your transition to Flow is now. Depending on the complexity of your organization, the transition to Flow may require significant time and effort to ensure seamless functionality. Starting now can help you proactively mitigate any potential disruptions and lay the groundwork for a smooth transition well before December 2025.

How to Upgrade to Flow

To facilitate the transition, Salesforce has developed their own migration tool that offers a one-to-one conversion from Workflow rules to Flow builder.

While this one-to-one conversion is a great option, we recommend taking time to evaluate and reassess the architectural vision for your organization by reimagining which processes you automate. You can lay the foundation and create a roadmap for future automation initiatives now.

As Salesforce continues to evolve, embracing Flow represents more than just a functional upgrade – it’s a strategic investment in the future success of your organization.

Work with Apps Associates

To take a strategic approach to upgrading to Flow, work with the Salesforce experts at Apps Associates. We provide a free diagnostic review and offer several levels of engagement for assessment and implementation.

Don’t wait until it’s too late – Contact Apps today to get started.